+关注
kungpao
暂无个人介绍
IP属地:未知
676
关注
66
粉丝
0
主题
0
勋章
主贴
热门
kungpao
2024-10-05
Number 1 and 8.
kungpao
2024-07-16
Tiger Brokers FTW! Best of the best.
kungpao
2024-06-22
This suits me so well [Cool]
kungpao
2022-01-09
Nice list!
抱歉,原内容已删除
kungpao
2022-01-09
Is it time to buy $SEA?
抱歉,原内容已删除
kungpao
2022-01-09
Yeah, Salesforce definitely one of the best. Will be watching this.
Tech Has Fallen, An Analysis Of Salesforce
kungpao
2022-01-09
Go go go EV!
抱歉,原内容已删除
kungpao
2022-01-08
Wow, great move Paypal
抱歉,原内容已删除
kungpao
2021-12-30
Great choices
抱歉,原内容已删除
kungpao
2021-12-29
Hope so
Hot Chinese ADRs Dipped in Morning Trading
kungpao
2021-12-24
BYD and NIO seems promising
3 Charts to Consider if You Want to Own an EV Stock
kungpao
2021-12-23
Go PFE [Happy]
昨夜今晨:美股指两连涨!特斯拉大涨超7%
kungpao
2021-12-19
I'll have look
抱歉,原内容已删除
kungpao
2021-12-18
Where is Santa Rally?
Wall Street ends down after mostly negative week
kungpao
2021-12-18
If this is acurate then the stock now trading at good bargain.
抱歉,原内容已删除
kungpao
2021-12-17
Looking forward to see how it goes. Will all th WSB monkeys push it?
抱歉,原内容已删除
kungpao
2021-12-16
$Microsoft(MSFT)$
FTW!
抱歉,原内容已删除
kungpao
2021-12-12
It will stay for a few years.
抱歉,原内容已删除
kungpao
2021-12-07
Fantastic!
Semiconductor stocks rallied in premarket trading
kungpao
2021-12-03
Lol who still use Pinterest 🤣
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575091423649914","uuid":"3575091423649914","gmtCreate":1612087393543,"gmtModify":1715930192113,"name":"kungpao","pinyin":"kungpao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":66,"headSize":676,"tweetSize":279,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":16,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.06","exceedPercentage":"93.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":356741063737408,"gmtCreate":1728104459607,"gmtModify":1728104465384,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Number 1 and 8.","listText":"Number 1 and 8.","text":"Number 1 and 8.","images":[{"img":"https://community-static.tradeup.com/news/db579d7f20810e6b4a2b7d5d3c89cd1b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356741063737408","isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":327807348867152,"gmtCreate":1721063119995,"gmtModify":1721063124195,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Tiger Brokers FTW! Best of the best. ","listText":"Tiger Brokers FTW! Best of the best. ","text":"Tiger Brokers FTW! Best of the best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327807348867152","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319509049602272,"gmtCreate":1719034343661,"gmtModify":1719034349392,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"This suits me so well [Cool]","listText":"This suits me so well [Cool]","text":"This suits me so well [Cool]","images":[{"img":"https://community-static.tradeup.com/news/38b960b76071971c8c238f7512f033c7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319509049602272","isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":694089818,"gmtCreate":1641698950608,"gmtModify":1641698951254,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Nice list!","listText":"Nice list!","text":"Nice list!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694089818","repostId":"2202490802","repostType":2,"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694080590,"gmtCreate":1641698665839,"gmtModify":1641698666427,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Is it time to buy $SEA?","listText":"Is it time to buy $SEA?","text":"Is it time to buy $SEA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694080590","repostId":"2201249471","repostType":4,"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694080247,"gmtCreate":1641698620939,"gmtModify":1641698621594,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Yeah, Salesforce definitely one of the best. Will be watching this.","listText":"Yeah, Salesforce definitely one of the best. Will be watching this.","text":"Yeah, Salesforce definitely one of the best. Will be watching this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694080247","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohu8.com/m/news/1119680947?lang=&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><b>CRM Stock Price</b></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><b>What is Salesforce</b></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Has Fallen, An Analysis Of Salesforce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Has Fallen, An Analysis Of Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 09:53 GMT+8 <a href=https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694080636,"gmtCreate":1641698563868,"gmtModify":1641698564468,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Go go go EV!","listText":"Go go go EV!","text":"Go go go EV!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694080636","repostId":"1162390026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695722872,"gmtCreate":1641611428292,"gmtModify":1641611430760,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Wow, great move Paypal","listText":"Wow, great move Paypal","text":"Wow, great move Paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695722872","repostId":"2201243576","repostType":2,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692969335,"gmtCreate":1640829048742,"gmtModify":1640829234766,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Great choices","listText":"Great choices","text":"Great choices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692969335","repostId":"1112468184","repostType":4,"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692017782,"gmtCreate":1640791420476,"gmtModify":1640791421123,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692017782","repostId":"1136328785","repostType":4,"repost":{"id":"1136328785","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640790254,"share":"https://www.laohu8.com/m/news/1136328785?lang=&edition=full","pubTime":"2021-12-29 23:04","market":"us","language":"en","title":"Hot Chinese ADRs Dipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1136328785","media":"Tiger Newspress","summary":"Hot Chinese ADRs dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI fell between 1% and 6%.","content":"<html><head></head><body><p>Hot Chinese ADRs dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI fell between 1% and 6%.</p><p><img src=\"https://static.tigerbbs.com/c65ee7e3f4252f8b3afbb692fb871ca4\" tg-width=\"431\" tg-height=\"716\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/53189e33d2ae719ac2b191271c2534ef\" tg-width=\"416\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Dipped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-29 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI fell between 1% and 6%.</p><p><img src=\"https://static.tigerbbs.com/c65ee7e3f4252f8b3afbb692fb871ca4\" tg-width=\"431\" tg-height=\"716\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/53189e33d2ae719ac2b191271c2534ef\" tg-width=\"416\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TAL":"好未来","BABA":"阿里巴巴","IQ":"爱奇艺","EDU":"新东方","BEKE":"贝壳","PDD":"拼多多","NIO":"蔚来","DIDI":"滴滴(已退市)","RLX":"雾芯科技","XPEV":"小鹏汽车","BIDU":"百度","LI":"理想汽车","NTES":"网易","JD":"京东","GOTU":"高途","BILI":"哔哩哔哩"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136328785","content_text":"Hot Chinese ADRs dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global,Bilibili and iQIYI fell between 1% and 6%.","news_type":1,"symbols_score_info":{"BABA":0.9,"BEKE":0.9,"BIDU":0.9,"BILI":0.9,"DIDI":0.9,"EDU":0.9,"GOTU":0.9,"IQ":0.9,"JD":0.9,"LI":0.9,"NIO":0.9,"NTES":0.9,"PDD":0.9,"RLX":0.9,"TAL":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698694334,"gmtCreate":1640359557878,"gmtModify":1640359558517,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"BYD and NIO seems promising","listText":"BYD and NIO seems promising","text":"BYD and NIO seems promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698694334","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p>\n<p>Beyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p>\n<p><b>Returns have been unpredictable</b></p>\n<p>Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p>\n<p>Even the strong returns from Tesla and <b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers <b>Nio</b>(NYSE:NIO) and <b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p>\n<p><b>There's plenty of demand</b></p>\n<p>Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p>\n<p>Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p>\n<p><b>Profitability will take time</b></p>\n<p>Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p>\n<p>Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p>\n<p>BYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p>\n<p>Lucid and <b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 19:53 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"LCID":0.9,"NIO":0.9,"RIVN":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691579685,"gmtCreate":1640224603764,"gmtModify":1640225073383,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Go PFE [Happy] ","listText":"Go PFE [Happy] ","text":"Go PFE [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691579685","repostId":"1183786099","repostType":2,"repost":{"id":"1183786099","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640217398,"share":"https://www.laohu8.com/m/news/1183786099?lang=&edition=full","pubTime":"2021-12-23 07:56","market":"us","language":"zh","title":"昨夜今晨:美股指两连涨!特斯拉大涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183786099","media":"老虎资讯综合","summary":"摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n\n\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n\n\n ③供应链称苹果首款电动车Apple Car将于","content":"<blockquote>\n 摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n</blockquote>\n<blockquote>\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n</blockquote>\n<blockquote>\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n</blockquote>\n<p></p>\n<p><b>海外市场</b></p>\n<p>1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%</p>\n<p>美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。</p>\n<p>新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。</p>\n<p>小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。</p>\n<p>2、热门中概股多数收跌 阿里跌超4%</p>\n<p>阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位</p>\n<p>其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。</p>\n<p>3、欧股主要指数上涨,法国CAC40指数涨超1%</p>\n<p>德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。</p>\n<p>4、原油库存降幅超预期 美油收高2.3%</p>\n<p>因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。</p>\n<p>5、黄金期货收高0.8% 站上1800美元关口</p>\n<p>最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。</p>\n<p>最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。</p>\n<p>6、土耳其股市连续4个交易日收跌 22日触发一次熔断</p>\n<p>当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。</p>\n<p>分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。</p>\n<p>由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。</p>\n<p><b>国际宏观</b></p>\n<p>1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</p>\n<p>美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。</p>\n<p>“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”</p>\n<p>2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓</p>\n<p>美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。</p>\n<p>3、美国三季度核心PCE物价指数创近30年新高 符合预期</p>\n<p>12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。</p>\n<p>4、今年美国IPO发行量创下历史纪录 但回报率差强人意</p>\n<p>根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。</p>\n<p>尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。</p>\n<p>5、美国11月二手房销量连续第三个月增长</p>\n<p>美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。</p>\n<p>该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。</p>\n<p>6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌</p>\n<p>世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。</p>\n<p>数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。</p>\n<p>7、世卫组织正在确定第二代新冠疫苗</p>\n<p>世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。</p>\n<p>谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。</p>\n<p>8、美国政府宣布将学生贷款偿还期限延至明年5月1日</p>\n<p>当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。</p>\n<p>9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动</p>\n<p>天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”</p>\n<p>同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。</p>\n<p>10、联合国安理会投票通过为阿富汗提供人道援助的决议</p>\n<p>当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193115827\" target=\"_blank\">特斯拉股价一度大涨逾8% 市值重返1万亿美元上方</a></p>\n<p>特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。</p>\n<p>Wedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193116621\" target=\"_blank\">苹果汽车早产!供应链称Apple Car将于明年9月发布</a></p>\n<p>12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193172113\" target=\"_blank\">辉瑞新冠口服药获美国FDA紧急授权</a></p>\n<p>当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193118492\" target=\"_blank\">美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查</a></p>\n<p>知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。</p>\n<p>FTC主席Lina Khan一直是亚马逊的批评者,正在推进前任主席几年前启动的一项调查。</p>\n<p>亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际,Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授,在反垄断界大名鼎鼎,一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:美股指两连涨!特斯拉大涨超7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:美股指两连涨!特斯拉大涨超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-23 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n</blockquote>\n<blockquote>\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n</blockquote>\n<blockquote>\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n</blockquote>\n<p></p>\n<p><b>海外市场</b></p>\n<p>1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%</p>\n<p>美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。</p>\n<p>新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。</p>\n<p>小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。</p>\n<p>2、热门中概股多数收跌 阿里跌超4%</p>\n<p>阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位</p>\n<p>其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。</p>\n<p>3、欧股主要指数上涨,法国CAC40指数涨超1%</p>\n<p>德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。</p>\n<p>4、原油库存降幅超预期 美油收高2.3%</p>\n<p>因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。</p>\n<p>5、黄金期货收高0.8% 站上1800美元关口</p>\n<p>最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。</p>\n<p>最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。</p>\n<p>6、土耳其股市连续4个交易日收跌 22日触发一次熔断</p>\n<p>当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。</p>\n<p>分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。</p>\n<p>由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。</p>\n<p><b>国际宏观</b></p>\n<p>1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</p>\n<p>美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。</p>\n<p>“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”</p>\n<p>2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓</p>\n<p>美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。</p>\n<p>3、美国三季度核心PCE物价指数创近30年新高 符合预期</p>\n<p>12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。</p>\n<p>4、今年美国IPO发行量创下历史纪录 但回报率差强人意</p>\n<p>根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。</p>\n<p>尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。</p>\n<p>5、美国11月二手房销量连续第三个月增长</p>\n<p>美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。</p>\n<p>该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。</p>\n<p>6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌</p>\n<p>世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。</p>\n<p>数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。</p>\n<p>7、世卫组织正在确定第二代新冠疫苗</p>\n<p>世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。</p>\n<p>谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。</p>\n<p>8、美国政府宣布将学生贷款偿还期限延至明年5月1日</p>\n<p>当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。</p>\n<p>9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动</p>\n<p>天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”</p>\n<p>同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。</p>\n<p>10、联合国安理会投票通过为阿富汗提供人道援助的决议</p>\n<p>当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193115827\" target=\"_blank\">特斯拉股价一度大涨逾8% 市值重返1万亿美元上方</a></p>\n<p>特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。</p>\n<p>Wedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193116621\" target=\"_blank\">苹果汽车早产!供应链称Apple Car将于明年9月发布</a></p>\n<p>12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193172113\" target=\"_blank\">辉瑞新冠口服药获美国FDA紧急授权</a></p>\n<p>当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193118492\" target=\"_blank\">美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查</a></p>\n<p>知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。</p>\n<p>FTC主席Lina Khan一直是亚马逊的批评者,正在推进前任主席几年前启动的一项调查。</p>\n<p>亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际,Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授,在反垄断界大名鼎鼎,一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183786099","content_text":"摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n\n\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n\n\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n\n\n海外市场\n1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%\n美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。\n新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。\n小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。\n2、热门中概股多数收跌 阿里跌超4%\n阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位\n其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。\n3、欧股主要指数上涨,法国CAC40指数涨超1%\n德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。\n4、原油库存降幅超预期 美油收高2.3%\n因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。\n5、黄金期货收高0.8% 站上1800美元关口\n最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。\n最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。\n6、土耳其股市连续4个交易日收跌 22日触发一次熔断\n当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。\n分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。\n由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。\n国际宏观\n1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案\n美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。\n“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”\n2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓\n美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。\n3、美国三季度核心PCE物价指数创近30年新高 符合预期\n12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。\n4、今年美国IPO发行量创下历史纪录 但回报率差强人意\n根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。\n尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。\n5、美国11月二手房销量连续第三个月增长\n美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。\n该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。\n6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌\n世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。\n数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。\n7、世卫组织正在确定第二代新冠疫苗\n世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。\n谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。\n8、美国政府宣布将学生贷款偿还期限延至明年5月1日\n当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。\n9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动\n天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”\n同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。\n10、联合国安理会投票通过为阿富汗提供人道援助的决议\n当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。\n公司新闻\n1、特斯拉股价一度大涨逾8% 市值重返1万亿美元上方\n特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。\nWedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。\n2、苹果汽车早产!供应链称Apple Car将于明年9月发布\n12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。\n3、辉瑞新冠口服药获美国FDA紧急授权\n当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。\n4、美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查\n知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。\nFTC主席Lina Khan一直是亚马逊的批评者,正在推进前任主席几年前启动的一项调查。\n亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际,Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授,在反垄断界大名鼎鼎,一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699798230,"gmtCreate":1639888742471,"gmtModify":1639888743042,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"I'll have look","listText":"I'll have look","text":"I'll have look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699798230","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699288912,"gmtCreate":1639810502298,"gmtModify":1639810502861,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Where is Santa Rally?","listText":"Where is Santa Rally?","text":"Where is Santa Rally?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699288912","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p>\n<p>All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p>\n<p>Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p>\n<p>The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p>\n<p>All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p>\n<p>Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p>\n<p>Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p>\n<p>\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p>\n<p>Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p>\n<p>In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p>\n<p>The Nasdaq Composite dropped 0.07% to 15,169.68.</p>\n<p>On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p>\n<p>With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p>\n<p>For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p>\n<p>In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p>\n<p>FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 07:59 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699129116,"gmtCreate":1639757177554,"gmtModify":1639757178168,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"If this is acurate then the stock now trading at good bargain.","listText":"If this is acurate then the stock now trading at good bargain.","text":"If this is acurate then the stock now trading at good bargain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699129116","repostId":"1108682296","repostType":2,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699030065,"gmtCreate":1639718815095,"gmtModify":1639718815633,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Looking forward to see how it goes. Will all th WSB monkeys push it? ","listText":"Looking forward to see how it goes. Will all th WSB monkeys push it? ","text":"Looking forward to see how it goes. Will all th WSB monkeys push it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699030065","repostId":"1177842222","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690848451,"gmtCreate":1639658396486,"gmtModify":1639658397037,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>FTW!","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>FTW!","text":"$Microsoft(MSFT)$FTW!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690848451","repostId":"2191910910","repostType":4,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604020121,"gmtCreate":1639283988522,"gmtModify":1639284062125,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"It will stay for a few years.","listText":"It will stay for a few years.","text":"It will stay for a few years.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604020121","repostId":"2190719916","repostType":4,"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606628022,"gmtCreate":1638874317308,"gmtModify":1638874535516,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Fantastic!","listText":"Fantastic!","text":"Fantastic!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606628022","repostId":"1159500291","repostType":4,"repost":{"id":"1159500291","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638870599,"share":"https://www.laohu8.com/m/news/1159500291?lang=&edition=full","pubTime":"2021-12-07 17:49","market":"us","language":"en","title":"Semiconductor stocks rallied in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1159500291","media":"Tiger Newspress","summary":"Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm and AMD rose between 1% and 9%.","content":"<p>Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm and AMD rose between 1% and 9%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f7ab8305fbc9d01e47dd65a194f6f9c\" tg-width=\"406\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks rallied in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks rallied in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-07 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm and AMD rose between 1% and 9%.</p>\n<p><img src=\"https://static.tigerbbs.com/9f7ab8305fbc9d01e47dd65a194f6f9c\" tg-width=\"406\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159500291","content_text":"Semiconductor stocks rallied in premarket trading.Intel,Nvidia,TSMC,ASML,Lam Research,Micron,Qualcomm and AMD rose between 1% and 9%.","news_type":1,"symbols_score_info":{"AMD":0.9,"ASML":0.9,"INTC":0.9,"LRCX":0.9,"MRVL":0.9,"MU":0.9,"NVDA":0.9,"NXPI":0.9,"QCOM":0.9,"STM":0.9,"TSM":0.9,"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601699207,"gmtCreate":1638518275514,"gmtModify":1638518275951,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575091423649914","authorIdStr":"3575091423649914"},"themes":[],"htmlText":"Lol who still use Pinterest 🤣","listText":"Lol who still use Pinterest 🤣","text":"Lol who still use Pinterest 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601699207","repostId":"1104525083","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":876010951,"gmtCreate":1637243183745,"gmtModify":1637243184053,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Nice move Adobe","listText":"Nice move Adobe","text":"Nice move Adobe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/876010951","repostId":"1174231604","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858527758,"gmtCreate":1635087794804,"gmtModify":1635087795622,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Excellent company!","listText":"Excellent company!","text":"Excellent company!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858527758","repostId":"2177489964","repostType":4,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p>\n<p>The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p>\n<p>Microsoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p>\n<p>That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p>\n<p>\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p>\n<p>Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p>\n<p>\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p>\n<p>There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p>\n<p>While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p>\n<p>Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p>\n<p><b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p>\n<p>Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p>\n<p><b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p>\n<p><b>What analysts are saying</b></p>\n<p>Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p>\n<p>\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p>\n<p>The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p>\n<p>\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p>\n<p>Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p>\n<p>\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p>\n<p>Stifel analysts, with a buy rating and $325 price target, concurred.</p>\n<p>\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p>\n<p>The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The PC slowdown shouldn't hurt Microsoft earnings, and here's why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 10:22 GMT+8 <a href=https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817631239,"gmtCreate":1630938889621,"gmtModify":1631885478578,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Bad news for <a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","listText":"Bad news for <a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","text":"Bad news for $Intel(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817631239","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813441969,"gmtCreate":1630237774451,"gmtModify":1704957347616,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"I don't get it. The iBuying cuts many fees like agent commission etc, but then you charge 5% service fee? So buyers end up paying much more?","listText":"I don't get it. The iBuying cuts many fees like agent commission etc, but then you charge 5% service fee? So buyers end up paying much more?","text":"I don't get it. The iBuying cuts many fees like agent commission etc, but then you charge 5% service fee? So buyers end up paying much more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813441969","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Unloved Tech Stock Could Make You Rich One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8 <a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814261862,"gmtCreate":1630826113156,"gmtModify":1631889822652,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"TINA is the reason.","listText":"TINA is the reason.","text":"TINA is the reason.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/814261862","repostId":"1168498795","repostType":4,"repost":{"id":"1168498795","kind":"news","pubTimestamp":1630655991,"share":"https://www.laohu8.com/m/news/1168498795?lang=&edition=full","pubTime":"2021-09-03 15:59","market":"us","language":"en","title":"Speak No Evil of the S&P 500’s Neverending Records","url":"https://stock-news.laohu8.com/highlight/detail?id=1168498795","media":"The Wall Street Journal","summary":"Investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the ch","content":"<blockquote>\n <b>Investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the chunky returns of the past decade.</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/6573eb955692f754acc1285622febd53\" tg-width=\"878\" tg-height=\"520\" width=\"100%\" height=\"auto\">The S&P 500 is like the three wise monkeys: See no evil, hear no evil, speak no evil.Whatever happens, it just goes up. The market has gone up almost in a straight line since November despite a troubling list of events that could each have justified at least a 5% correction. Investors are incredibly resilient.</p>\n<p>Some things that didn’t matter:a burst bubble in clean-energy stocks;a sharp rise in Treasury yields(to March);a big fall in Treasury yields(since March); China’s crackdown on moneymaking; the Federal Reserve’sshift toward tapering bond purchases; and the rise of the Delta variant.</p>\n<p>On the optimistic side, it is great that the market has been pushed up by a variety of forces, not by wild excess in a single area. We need not worry that the bubble in clean energy will burst and bring down the market, because it has already burst without bringing down the market.</p>\n<p>Throughout all this, the stock market has risen steadily,without a 5% fall since shortly before the election last year. Every time part of the market—technology stocks, cheap stocks, smaller stocks, oil stocks, strong-balance-sheet stocks—stops performing, something else steps in to rescue the broader index. The market seems invulnerable to bad news, and that is unusual. On the face of it, it is also scary, suggesting investors are complacent about danger.</p>\n<p>It is far from unprecedented to go a long time without a correction, with 10 episodes since 1963 when the market lasted more than 200 trading days without a 5% drop. But they were different from the recent run. In every other case, the market was far calmer below the surface. This time, major events led to big swings between sectors, size and types of stock, but none disturbed its steady rise.</p>\n<p>Similarly, the stimulus- and vaccine-driven willingness to take risk across every asset class faded from March onward, so we shouldn’t be too concerned about a switch in investor sentiment. Again, it has already happened.</p>\n<p><img src=\"https://static.tigerbbs.com/7d8b995934c7f60fadb5834dd078e232\" tg-width=\"320\" tg-height=\"412\" width=\"100%\" height=\"auto\">Yet,I find it disconcerting that the market seems to go up no matter what. Good news on the economy pushes up stocks sensitive to growth, such as manufacturers and banks. Troubling news on the economy means lower bond yields and so pushes up stocks with profits far in the future (see: Big Tech) whose expansion depends on innovation rather than economic growth, which I understand. That both should push up the wider S&P 500 is what puzzles me.</p>\n<p>The only explanation I have is the old one: “TINA”—There Is No Alternative to Stocks—because yields on alternatives such as bonds are so low. With more savings going into stocks than is cashed out or soaked up by IPOs, the price has to rise. It isn’t a satisfactory story, but it kind of works.</p>\n<p><img src=\"https://static.tigerbbs.com/37942e27b25662943d254580733d2954\" tg-width=\"325\" tg-height=\"413\" width=\"100%\" height=\"auto\">In both good and bad times investors want to buy stocks, so the S&P goes up. But<i>which</i>stocks they choose to buy differs between good and bad times. In good times they want risk-on stocks (cheap value, cyclicals, smaller companies, emerging markets). In bad times they want risk-off stocks (growth, defensive firms, larger companies, developed markets and especially the U.S.).</p>\n<p>The problem with TINA is that the justification for stocks isn’t that they offer good returns in the future, but that they offer better returns than bonds. Bonds offer miserable returns—a guaranteed loss after inflation for 30 years on Treasury inflation-protected securities—so doing better than that isn’t saying much. If lower rewards came with lower risks, that would be fine, but at best the risks are as high as ever, perhaps much higher.</p>\n<p>A simplistic way to quantify how much lower the rewards of stocks are likely to be is to use the earnings yield, the inverse of the forward price/earnings ratio. If companies match analyst profit forecasts, future returns should be about 4%—only slightly higher than was suggested by the measure at the height of the dot-com bubble in 2000. If corporate earnings miss forecasts, future returns could be substantially lower. If valuations fall too, returns are doubly hit, as they were after the dot-com bubble burst, when returns ended up negative for years.</p>\n<p>Quantifying risks is much harder. Inflation risk is higher than before, and so are political (tax and regulation) and geopolitical (trade and supply chain) threats to stocks. The risk that analysts have horribly overestimated earnings or companies are massively overstating earnings is at least as high as usual. Central banks are sure to try to help if stocks plunge, but can’t use the traditional support of rate cuts. Alternative tools such as negative rates and buying a wider range of assets are available, but their risks are less well understood.</p>\n<p>Getting a lower reward for the same or higher risk may still be acceptable, given how expensive the safer alternatives are. But investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the 6.5% or so above inflation of the past century, let alone the 12% above inflation of the past decade.</p>\n<p>The awful choice investors have is to join the monkeys in pretending all is well, or accept the terrible returns of safe assets.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speak No Evil of the S&P 500’s Neverending Records</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpeak No Evil of the S&P 500’s Neverending Records\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 15:59 GMT+8 <a href=https://www.wsj.com/articles/speak-no-evil-of-the-s-p-500s-neverending-records-11630590653?mod=markets_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the chunky returns of the past decade.\n\nThe S&P 500 is like the three wise monkeys: See no evil, hear no ...</p>\n\n<a href=\"https://www.wsj.com/articles/speak-no-evil-of-the-s-p-500s-neverending-records-11630590653?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/speak-no-evil-of-the-s-p-500s-neverending-records-11630590653?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168498795","content_text":"Investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the chunky returns of the past decade.\n\nThe S&P 500 is like the three wise monkeys: See no evil, hear no evil, speak no evil.Whatever happens, it just goes up. The market has gone up almost in a straight line since November despite a troubling list of events that could each have justified at least a 5% correction. Investors are incredibly resilient.\nSome things that didn’t matter:a burst bubble in clean-energy stocks;a sharp rise in Treasury yields(to March);a big fall in Treasury yields(since March); China’s crackdown on moneymaking; the Federal Reserve’sshift toward tapering bond purchases; and the rise of the Delta variant.\nOn the optimistic side, it is great that the market has been pushed up by a variety of forces, not by wild excess in a single area. We need not worry that the bubble in clean energy will burst and bring down the market, because it has already burst without bringing down the market.\nThroughout all this, the stock market has risen steadily,without a 5% fall since shortly before the election last year. Every time part of the market—technology stocks, cheap stocks, smaller stocks, oil stocks, strong-balance-sheet stocks—stops performing, something else steps in to rescue the broader index. The market seems invulnerable to bad news, and that is unusual. On the face of it, it is also scary, suggesting investors are complacent about danger.\nIt is far from unprecedented to go a long time without a correction, with 10 episodes since 1963 when the market lasted more than 200 trading days without a 5% drop. But they were different from the recent run. In every other case, the market was far calmer below the surface. This time, major events led to big swings between sectors, size and types of stock, but none disturbed its steady rise.\nSimilarly, the stimulus- and vaccine-driven willingness to take risk across every asset class faded from March onward, so we shouldn’t be too concerned about a switch in investor sentiment. Again, it has already happened.\nYet,I find it disconcerting that the market seems to go up no matter what. Good news on the economy pushes up stocks sensitive to growth, such as manufacturers and banks. Troubling news on the economy means lower bond yields and so pushes up stocks with profits far in the future (see: Big Tech) whose expansion depends on innovation rather than economic growth, which I understand. That both should push up the wider S&P 500 is what puzzles me.\nThe only explanation I have is the old one: “TINA”—There Is No Alternative to Stocks—because yields on alternatives such as bonds are so low. With more savings going into stocks than is cashed out or soaked up by IPOs, the price has to rise. It isn’t a satisfactory story, but it kind of works.\nIn both good and bad times investors want to buy stocks, so the S&P goes up. Butwhichstocks they choose to buy differs between good and bad times. In good times they want risk-on stocks (cheap value, cyclicals, smaller companies, emerging markets). In bad times they want risk-off stocks (growth, defensive firms, larger companies, developed markets and especially the U.S.).\nThe problem with TINA is that the justification for stocks isn’t that they offer good returns in the future, but that they offer better returns than bonds. Bonds offer miserable returns—a guaranteed loss after inflation for 30 years on Treasury inflation-protected securities—so doing better than that isn’t saying much. If lower rewards came with lower risks, that would be fine, but at best the risks are as high as ever, perhaps much higher.\nA simplistic way to quantify how much lower the rewards of stocks are likely to be is to use the earnings yield, the inverse of the forward price/earnings ratio. If companies match analyst profit forecasts, future returns should be about 4%—only slightly higher than was suggested by the measure at the height of the dot-com bubble in 2000. If corporate earnings miss forecasts, future returns could be substantially lower. If valuations fall too, returns are doubly hit, as they were after the dot-com bubble burst, when returns ended up negative for years.\nQuantifying risks is much harder. Inflation risk is higher than before, and so are political (tax and regulation) and geopolitical (trade and supply chain) threats to stocks. The risk that analysts have horribly overestimated earnings or companies are massively overstating earnings is at least as high as usual. Central banks are sure to try to help if stocks plunge, but can’t use the traditional support of rate cuts. Alternative tools such as negative rates and buying a wider range of assets are available, but their risks are less well understood.\nGetting a lower reward for the same or higher risk may still be acceptable, given how expensive the safer alternatives are. But investors buying stocks no matter what shouldn’t fool themselves that the future will deliver the 6.5% or so above inflation of the past century, let alone the 12% above inflation of the past decade.\nThe awful choice investors have is to join the monkeys in pretending all is well, or accept the terrible returns of safe assets.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3569809505691000","idStr":"3569809505691000"},"content":"it's not Tina. it's Alice!","text":"it's not Tina. it's Alice!","html":"it's not Tina. it's Alice!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170900192,"gmtCreate":1626397925016,"gmtModify":1633927140674,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Is this the time?","listText":"Is this the time?","text":"Is this the time?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/170900192","repostId":"2151573133","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139122156,"gmtCreate":1621602529075,"gmtModify":1634187739640,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"I missed the train [流泪] ","listText":"I missed the train [流泪] ","text":"I missed the train [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/139122156","repostId":"1180033495","repostType":2,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698694334,"gmtCreate":1640359557878,"gmtModify":1640359558517,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"BYD and NIO seems promising","listText":"BYD and NIO seems promising","text":"BYD and NIO seems promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698694334","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p>\n<p>Beyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p>\n<p><b>Returns have been unpredictable</b></p>\n<p>Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p>\n<p>Even the strong returns from Tesla and <b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers <b>Nio</b>(NYSE:NIO) and <b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p>\n<p><b>There's plenty of demand</b></p>\n<p>Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p>\n<p>Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p>\n<p><b>Profitability will take time</b></p>\n<p>Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p>\n<p>Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p>\n<p>BYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p>\n<p>Lucid and <b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 19:53 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"LCID":0.9,"NIO":0.9,"RIVN":0.9,"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843599436,"gmtCreate":1635839471431,"gmtModify":1635839472550,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"That's really cooool!","listText":"That's really cooool!","text":"That's really cooool!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843599436","repostId":"1167795347","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828557210,"gmtCreate":1633927951261,"gmtModify":1633927951403,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Seriously? With that kinda valuation? You must be joking","listText":"Seriously? With that kinda valuation? You must be joking","text":"Seriously? With that kinda valuation? You must be joking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828557210","repostId":"2174798159","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142647007,"gmtCreate":1626149134409,"gmtModify":1633929626699,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"I don't understand bitcoin","listText":"I don't understand bitcoin","text":"I don't understand bitcoin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/142647007","repostId":"1161408787","repostType":4,"repost":{"id":"1161408787","kind":"news","pubTimestamp":1626147401,"share":"https://www.laohu8.com/m/news/1161408787?lang=&edition=full","pubTime":"2021-07-13 11:36","market":"us","language":"en","title":"Just 5% Of All Bitcoins In Circulation Have Traded In The Past Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1161408787","media":"zerohedge","summary":"In JPMorgan's latest weekly bitcoin hit piece (because for some \"inexplicable\" reason, JPMorgan exec","content":"<p>In JPMorgan's latest weekly bitcoin hit piece (because for some \"inexplicable\" reason, JPMorgan executive have instructed most of the bank's strategists, including those covering equity and rates, to slam the cryptocurrency on a weekly if not daily basis while the bank quietlybuilds out its own proprietary crypto fund, almost as if it is desperate to scare its clients into selling), the bank makes an interesting argument: bitcoin is not liquid enough to be successfully implemented as a legal tender in El Salvador.</p>\n<p>We won't speak to the validity of JPM's argument - we will soon find out first hand whether or not El Salvador made a mistake in adopting bitcoin as legal tender - although it certainly is simple enough: “daily payment activity in El Salvador would represent ~4% of recent on-chain transaction volume and more than 1% of the total value of tokens which have been transferred between wallets in the past year,” the report said, with the illiquidity and nature of the volume “potentially a significant limitation on its potential as a medium of exchange.”</p>\n<p>Perhaps, then again in its brief history bitcoin has certainly demonstrated that it is remarkably scalable and viable even without a central bank propping it up every time there is even a modest risk-flaring hiccup, which is much more than we could ever say about the global stock market or currencies such as Europe's \"whatever it takes\" euro.</p>\n<p>Of course, JPMorgan - a bank that directly benefited form more than one multibilion bailout - will be the last to admit just how much sustainable the cryptocurrency has become, which is why we will ignore the bank's latest round of propaganda, but will point out an interesting fact unearthed by JPMorgan: it goes straight to the heart of the recurring argument why bitcoin is so volatile.</p>\n<p>The reason, as JPM has discovered, is that bitcoin's float may be as little as 5%, if not less. Discussing the daily trading volumes of bitcoin, JPM notes that a large fraction of Bitcoin are locked up in illiquid entities (liquidity sinks),<b>\"with more than 90% not changing hands in more than a year\" while roughly 80% - and rising - are held by wallets with light turnover. This means that a paltry 5-10% of all bitcoin in circulation has traded in the past year.</b></p>\n<p><img src=\"https://static.tigerbbs.com/ce30e31759284bfbf1d8923cb4149bfc\" tg-width=\"725\" tg-height=\"534\"></p>\n<p>Another way of putting it:<b>an asset with a $600 billion market cap has a float of just $30 billion.</b>Which is remarkable as it means that<b>no whales</b>sold bitcoin when it hit its all time high of $65,000.<b>And if they didn't sell then, they certainly won't sell now when it's half that price.</b></p>\n<p>This, more than anything else, explains why bitcoin - an asset whose market cap was more than a $1 trillion as recently as April - is so extremely volatile: with the vast majority of bitcoin locked up or held by whale accounts who rarely if ever trade, the marginal price setter of bitcoin are odd lots - a burst of trading in fractions of a bitcoin, where the momentum in many cases is ignited and magnified by HFTs who then shape the movement of the crypto in hopes of hitting the max pain stop loss positions for other cryptos, and where as a result of such a unique trading environment, the price of bitcoin can swing 10%, 15% , or even 20% or more every day.</p>\n<p>The question we have is during liquidation pukes like the one observed recently, how much of the newly released bitcoin are gobbled up by existing or new whales. Judging by the gray line in the chart above, the answer is a record amount.</p>\n<p>Which means that we are now in the<i>\"weak hands\" shake out and whale accumulation</i>phase. And once the new generation of whales has bought enough, that's when the next squeeze higher will take place, sending the crypto currency and its peers to fresh all time highs. Because if there is one thing that is very easy to do with an asset whose float is as low as bitcoin's, it is to manipulate it as a handful of big players want.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Just 5% Of All Bitcoins In Circulation Have Traded In The Past Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJust 5% Of All Bitcoins In Circulation Have Traded In The Past Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 11:36 GMT+8 <a href=https://www.zerohedge.com/markets/just-5-all-bitcoins-circulation-have-traded-past-year><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In JPMorgan's latest weekly bitcoin hit piece (because for some \"inexplicable\" reason, JPMorgan executive have instructed most of the bank's strategists, including those covering equity and rates, to ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/just-5-all-bitcoins-circulation-have-traded-past-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.zerohedge.com/markets/just-5-all-bitcoins-circulation-have-traded-past-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161408787","content_text":"In JPMorgan's latest weekly bitcoin hit piece (because for some \"inexplicable\" reason, JPMorgan executive have instructed most of the bank's strategists, including those covering equity and rates, to slam the cryptocurrency on a weekly if not daily basis while the bank quietlybuilds out its own proprietary crypto fund, almost as if it is desperate to scare its clients into selling), the bank makes an interesting argument: bitcoin is not liquid enough to be successfully implemented as a legal tender in El Salvador.\nWe won't speak to the validity of JPM's argument - we will soon find out first hand whether or not El Salvador made a mistake in adopting bitcoin as legal tender - although it certainly is simple enough: “daily payment activity in El Salvador would represent ~4% of recent on-chain transaction volume and more than 1% of the total value of tokens which have been transferred between wallets in the past year,” the report said, with the illiquidity and nature of the volume “potentially a significant limitation on its potential as a medium of exchange.”\nPerhaps, then again in its brief history bitcoin has certainly demonstrated that it is remarkably scalable and viable even without a central bank propping it up every time there is even a modest risk-flaring hiccup, which is much more than we could ever say about the global stock market or currencies such as Europe's \"whatever it takes\" euro.\nOf course, JPMorgan - a bank that directly benefited form more than one multibilion bailout - will be the last to admit just how much sustainable the cryptocurrency has become, which is why we will ignore the bank's latest round of propaganda, but will point out an interesting fact unearthed by JPMorgan: it goes straight to the heart of the recurring argument why bitcoin is so volatile.\nThe reason, as JPM has discovered, is that bitcoin's float may be as little as 5%, if not less. Discussing the daily trading volumes of bitcoin, JPM notes that a large fraction of Bitcoin are locked up in illiquid entities (liquidity sinks),\"with more than 90% not changing hands in more than a year\" while roughly 80% - and rising - are held by wallets with light turnover. This means that a paltry 5-10% of all bitcoin in circulation has traded in the past year.\n\nAnother way of putting it:an asset with a $600 billion market cap has a float of just $30 billion.Which is remarkable as it means thatno whalessold bitcoin when it hit its all time high of $65,000.And if they didn't sell then, they certainly won't sell now when it's half that price.\nThis, more than anything else, explains why bitcoin - an asset whose market cap was more than a $1 trillion as recently as April - is so extremely volatile: with the vast majority of bitcoin locked up or held by whale accounts who rarely if ever trade, the marginal price setter of bitcoin are odd lots - a burst of trading in fractions of a bitcoin, where the momentum in many cases is ignited and magnified by HFTs who then shape the movement of the crypto in hopes of hitting the max pain stop loss positions for other cryptos, and where as a result of such a unique trading environment, the price of bitcoin can swing 10%, 15% , or even 20% or more every day.\nThe question we have is during liquidation pukes like the one observed recently, how much of the newly released bitcoin are gobbled up by existing or new whales. Judging by the gray line in the chart above, the answer is a record amount.\nWhich means that we are now in the\"weak hands\" shake out and whale accumulationphase. And once the new generation of whales has bought enough, that's when the next squeeze higher will take place, sending the crypto currency and its peers to fresh all time highs. Because if there is one thing that is very easy to do with an asset whose float is as low as bitcoin's, it is to manipulate it as a handful of big players want.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158396445,"gmtCreate":1625127842587,"gmtModify":1633944495796,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Day 1 not a good start. Will just watch","listText":"Day 1 not a good start. Will just watch","text":"Day 1 not a good start. Will just watch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158396445","repostId":"2148849816","repostType":2,"repost":{"id":"2148849816","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625126879,"share":"https://www.laohu8.com/m/news/2148849816?lang=&edition=full","pubTime":"2021-07-01 16:07","market":"us","language":"en","title":"China's Didi to be added to FTSE's equity indexes on July 8","url":"https://stock-news.laohu8.com/highlight/detail?id=2148849816","media":"Tiger Newspress","summary":"Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.\n\nDidi ","content":"<p>Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.</p>\n<p><img src=\"https://static.tigerbbs.com/12d5f8e9fe3db529c401011e409d44e9\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Didi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.</p>\n<p>Didi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.</p>\n<p>The announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.</p>\n<p>Didi is also backed by technology companies Alibaba, Tencent and Uber.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Didi to be added to FTSE's equity indexes on July 8</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Didi to be added to FTSE's equity indexes on July 8\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.</p>\n<p><img src=\"https://static.tigerbbs.com/12d5f8e9fe3db529c401011e409d44e9\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>Didi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.</p>\n<p>Didi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.</p>\n<p>The announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.</p>\n<p>Didi is also backed by technology companies Alibaba, Tencent and Uber.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148849816","content_text":"Didi shares surged 6% in premarket trading on being added to FTSE's equity indexes on July 8.\n\nDidi Global Inc will be added to FTSE Russell's global equity indexes on July 8 in an expedited entry following Wednesday's U.S. stock market debut of the Chinese ride-hailing company, the index publisher said.\nDidi shares will be included in the FTSE All-World Index, the FTSE Global Large Cap Index, and the FTSE Emerging Index, FTSE Russell said in a statement on its website.\nThe announcement came as Didi, backed by Japan's SoftBank Group Corp, rose slightly on its U.S. debut, valuing it at $68.49 billion, in the biggest U.S. listing by a Chinese company since 2014.\nDidi is also backed by technology companies Alibaba, Tencent and Uber.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":694080636,"gmtCreate":1641698563868,"gmtModify":1641698564468,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Go go go EV!","listText":"Go go go EV!","text":"Go go go EV!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694080636","repostId":"1162390026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873372158,"gmtCreate":1636868299121,"gmtModify":1636868299383,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Shopping time [开心] [财迷] ","listText":"Shopping time [开心] [财迷] ","text":"Shopping time [开心] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873372158","repostId":"1159096163","repostType":4,"repost":{"id":"1159096163","kind":"news","pubTimestamp":1636851053,"share":"https://www.laohu8.com/m/news/1159096163?lang=&edition=full","pubTime":"2021-11-14 08:50","market":"us","language":"en","title":"Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096163","media":"Barrons","summary":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce","content":"<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.</p>\n<p>Once a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.</p>\n<p>The retail apocalypse, it seemed, was about to claim another victim.</p>\n<p>But something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.</p>\n<p>Revenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.</p>\n<p>“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with <i>Barron’s</i>. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”</p>\n<p>Abercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.</p>\n<p>Brands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.</p>\n<p>These companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.</p>\n<p>No one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.</p>\n<p>But the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57cd1db2ff23484eff85f5e6ad64d7c8\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Wealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.</span></p>\n<p>The pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.</p>\n<p>“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”</p>\n<p>Shor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.</p>\n<p>But the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.</p>\n<p>In one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.</p>\n<p>Such approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.</p>\n<p>“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.</p>\n<p>Abercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.</p>\n<p>“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”</p>\n<p>Not only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.</p>\n<p>That behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.</p>\n<p>According to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.</p>\n<p>The shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.</p>\n<p>During the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.</p>\n<p>“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.</p>\n<p>Retail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.</p>\n<p>Retailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.</p>\n<p>Luxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.</p>\n<p>Some analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”</p>\n<p>Meanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.</p>\n<p>“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.</p>\n<p>All of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.</p>\n<p>“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”</p>\n<p>All that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.</p>\n<p>The verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.</p>\n<p>“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.</p>\n<p>Companies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.</p>\n<p>Abercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.</p>\n<p>To ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.</p>\n<p>On the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.</p>\n<p>Whatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”</p>\n<p>The economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.</p>\n<p>Abercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.</p>\n<p>Other retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.</p>\n<p>“We’re going to just continue at it,” Horowitz says.</p>\n<p>As retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shoppers Are Heading to Malls Again. These Stocks Are Good Bets.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShoppers Are Heading to Malls Again. These Stocks Are Good Bets.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-14 08:50 GMT+8 <a href=https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and ...</p>\n\n<a href=\"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/macys-abercrombie-simon-property-retail-stocks-51636674171?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159096163","content_text":"By the time the pandemic hit the U.S. economy, the outlook for Abercrombie & Fitch seemed dire.\nOnce a mall staple that captured the hearts and wallets of teenagers with stark, sexy advertising and dark, perfume-drenched stores, Abercrombie’s (ticker: ANF) stock price hit fresh lows in 2017. Shoppers’ distaste for the brand and a steady decrease in mall traffic clouded its future. Then, in March of 2020, the coronavirus began closing malls and stores across the country.\nThe retail apocalypse, it seemed, was about to claim another victim.\nBut something surprising happened on the way to the funeral: Abercrombie enjoyed one of its best years since its 2000s heyday. Under CEO Fran Horowitz, the company rebranded, putting out a more inclusive message and pivoting its focus toward young professionals while fine-tuning its Hollister brand for teenagers.\nRevenue increased 24% year over year in the company’s fiscal second quarter ended July 31, and 3% from prepandemic levels. Its stock is up 120% this year as shoppers flush with cash flock back to stores.\n“Perception of a brand is a hard thing to turn, and it takes time in order to build back trust with your consumer,” Horowitz says in an interview with Barron’s. “So, here we are happy to say in 2021 that we are seeing, obviously, the wonderful effects of all of that hard work.”\nAbercrombie isn’t the only retail brand that is coming into a new period of growth. Over the past year, many of America’s retailers have not only clawed their way out of the abyss, but have harnessed macroeconomic changes ushered in by the pandemic to propel themselves into an unexpected renaissance.\nBrands that successfully merged their bricks-and-mortar operations with digital strategies are seeing sales soar and stock prices rise, lifted by a strong market and consumers champing at the bit to spend their pandemic savings. The stock prices of many major mall-based retailers have soared, including Macy’s (M),Nordstrom (JWN), Famous Footwear parent Caleres (CAL), and Signet Jewelers (SIG), which all gained at least 100% in the past 12 months.\nThese companies are now poised to reap the benefits of a potentially record-setting holiday season. Consumers could spend $851 billion, a 9.5% increase from last year’s record $777 billion and more than twice the 4.4% average increase over the past five years, according to the National Retail Federation.\nNo one knows whether the party will last or whether these stores are simply capturing sales that would have happened in the future. Before retail sales normalize, companies need to navigate a host of supply-chain and inflationary pressures that could put a damper on holiday sales.\nBut the unexpected revival has reaffirmed the faith of many brands in the power of the physical stores. While still heavily investing in online operations, they are continuing to bet big on a bricks-and-mortar future. And as investments in physical stores continue, the demise of the bricks-and-mortar retailer that many once expected no longer seems so certain.\nWealthy households plan to spend an average $2,624 this holiday season, 15% more than last year.\nThe pandemic wasn’t exactly ideal for retailers, but it offered some unique opportunities. The problems were obvious. People were afraid to shop in person. Shoppers—even baby boomers—flocked online in unexpected numbers. Retail behemoths such as Amazon.com (AMZN) and Walmart (WMT) saw their best year ever.\n“The investor sentiment—especially from short term, hedge fund type investors—had just turned very negative on the group,” Columbia Threadneedle Investments retail analyst Mari Shor says. “I just think that investors weren’t really giving the companies, or the consumers, the benefit of the doubt.”\nShor says the doubt among investors was rooted in the notion that traditional retailers, both prepandemic and postpandemic, wouldn’t make it out alive.\nBut the pandemic gave retailers the rare chance to close poorly performing locations and focus on great ones. Many retailers also focused on getting better online, and shifted their sales strategies to target consumers wherever and whenever they wanted to shop—whether online, mobile, or in-store.\nIn one example of a company looking to fuel growth while connecting digital and in-store operations, the parent company of Saks Fifth Avenue spun out its e-commerce arm, which is now expected to go public with a target valuation of $6 billion.\nSuch approaches proved critical. Online and other non-store sales are expected to increase between 11% and 15% this holiday season, potentially reaching a high of $226 billion, according to National Retail Federation estimates.\n“We’d like to think that the pandemic not only accelerated the adoption of e-commerce around the world but also expanded the market,” says Pedro Palandrani, a research analyst at Global X who covers e-commerce.\nAbercrombie invested hundreds of millions of dollars in its digital strategy, emphasizing smooth transitions from digital to in-store experiences with initiatives such as improving the company’s website and instituting in-store returns and pickups for online purchases. The arrival of the pandemic prompted Abercrombie to close 130 stores worldwide and 50% of the brand’s flagships, bringing total store closures in the past 10 years to about 500, while strategically opening a few key new stores, Horowitz says.\n“Stores matter, but they have to be the right size, the right location, and the right economics,” she says. “You put that together with the digital and it equals magic.”\nNot only are physical stores cost-effective ways to draw in-person shoppers, but they also can serve as crucial distribution centers for online pickups and returns, as well as local shipping, says B. Riley Securities analyst Susan Anderson. In recent years, even online retailers such as Warby Parker (WRBY) have expanded their physical presence to accommodate shopper preferences. “The consumer wants to shop when and where they want to,” Anderson says.\nThat behavior can evolve in unexpected ways. Malls and physical stores are growing in popularity among digitally savvy teenagers and young adults.\nAccording to a survey of 1,000 shoppers earlier this year commissioned by BHDP, a design firm that counts retail among its specialties, 55% of 14-to-17 year olds say they are now shopping at indoor malls, and 90% plan to head to a mall in the next year. The 18-to-24-year-old shoppers surveyed are also back at the mall, trying on products, using in-store promotions, and making returns. Such shifts have led retailers to ditch old views and assumptions about specific demographics, says Rod Sides, vice chairman of U.S. retail and distribution at Deloitte.\nThe shifts in strategy during the pandemic put many retailers in a better position for the reopening of malls and downtowns this year—and shoppers were eager to open their wallets.\nDuring the pandemic, some consumers became unexpectedly flush. They got stimulus payments, saved up from a decline in travel expenses, and saw the markets soar. Today, consumer savings at all income levels are at or near a record. Wealthy households are planning to spend 15% more than last year this holiday season, averaging $2,624 per household and driving much of the season’s growth, an annual Deloitte study found.\n“You got a lot of cash and there’s a fair amount of pent-up demand,” says Mark Zandi, chief economist at Moody’s Analytics.\nRetail and food-services sales increased to an estimated $625 billion in September, up 0.7% from October and 13.9% year over year, according to the U.S. Census Bureau. Sales in retail alone rose 0.8% from August. “We were expecting that you’d see some pullback in September, and we didn’t,” says Citigroup economist Veronica Clark.\nRetailers are much healthier than they were a decade ago heading into the holiday season, Matthew Shay, president and CEO of the National Retail Federation, said in a media briefing in October. A yearly Mastercard spending index forecasts U.S. retail sales to increase 7.4% this season, with significant gains in apparel, department stores, jewelry, and luxury items.\nLuxury retailer Burberry Group (BRBY.UK), known for its tartan fabric and scarves, said this past week that comparable sales for its first half of fiscal 2022 rose 37%, and that full-price sales are growing at a double-digit rate. And Tapestry (TPR), the parent company of Coach, posted better-than-expected fiscal first-quarter earnings, raising its outlook for 2022 sales and profits.\nSome analysts are bullish on the retail sector, with Cowen saying that “many of the luxury brands have successfully been able to take price increases and will likely benefit from the historically strong consumer balance sheets in the U.S. and internationally.” Wolfe Research favors Nordstrom and Tapestry, among others, with analysts writing in a note that “nearly all the major drivers of U.S. consumer spending favor the high end.”\nMeanwhile, more Americans started coming out to the mall. Placer.ai mall-traffic statistics show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%—one of the reasons mall stores are seeing their stocks soar. Simon Property Group (SPG), which owns the malls themselves, saw its stock gain about 90% in 2021.\n“With the combination of more individuals becoming fully vaccinated, paired with many shopping early for the coming holiday season due to supply-chain concerns, we have seen a steady rise in foot traffic since July,” says Lindsay Petak, senior marketing manager for Tysons Corner Center in the Washington region. The mall is owned by Macerich (MAC), which also has seen its share price nearly double this year.\nAll of this added to a stock run-up for the ages for beaten-down retailers. Over the past year, the SPDR S&P Retail exchanged-trade fund (XRT) was up 85%, while the S&P 500 rose 33%. The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD) has outperformed the S&P 500 by five percentage points this year, a sign that investors remain bullish on retail sales.\n“We’ve seen department stores and apparel and discretionary retailers really bounce back as soon as the economy reopened,” the NRF’s Shay says. “Department stores are always a popular destination for the holiday season, based on the consumer survey work we do....They continue to be at the top of the list of the places people shop this year.”\nAll that said, analysts and investors alike remain confident of the role physical stores play, which might look different from their online counterparts, but they’re here to stay.\nThe verdict on whether the retail renaissance is sustainable in the long term isn’t in yet. Retailers are operating in a macroeconomic environment far from the norm, making any guesses even more speculative.\n“I don’t think we have normal insight yet because there are just too many complexities throughout the business right now,” says Jefferies analyst Janine Stichter.\nCompanies are struggling to manage ongoing supply-chain concerns, inflationary pressures, and a persistent labor shortage, which are likely to bite into earnings despite all signs pointing to a strong holiday quarter. “The supply-chain issues, they’re real,” Horowitz says.\nAbercrombie is assuming a modest impact on sales due to supply-chain constraints, with even bigger impacts coming from freight inflation, the company said in its second-quarter earnings call.\nTo ease supply-chain pressures, retailers are encouraging consumers to start their shopping early—a trend that could skew end-of-year sales data, Citigroup’s Clark says. If shoppers pull their gift-buying forward, there could be a decline in November and December compared with previous years. “It’s not necessarily that spending is much weaker; it’s just that the distribution over months is different,” she says.\nOn the flip side, low inventories will give retailers higher pricing power that can help offset supply-chain disruptions, Stichter says. While beneficial to retailers, this could drive prices up even more, says Sasha Tomic, an economist at Boston College.\nWhatever the risks, strong performance won’t last forever, says Matthew Forester, chief investment officer at BNY Mellon’s Lockwood Advisors. “The U.S. economy, overall, is clearly slowing down,” he says. “And we’re going to slow down into the next year. Plus, as we get back to trend growth, that’s just what’s likely to happen.”\nThe economy will eventually exit its euphoria as stimulus continues to dwindle, he says. And while the comedown might not be “terrible,” he says, it will still be a decline from where consumer spending is now.\nAbercrombie, though, is powering through the headwinds with the help of its bricks-and-mortar stores. The company is planning to position more inventory in stores, and is routing e-commerce orders to stores as well as partnering with Uber, Shipt, and Postmates to offer same-day delivery.\nOther retailers have taken supply-chain solutions in their own hands. Specialty-apparel company American Eagle Outfitters (AEO) recently announced it was acquiring Quiet Logistics, an operator of automated distribution centers near city centers, just weeks after it bought AirTerra, which focuses on middle-mile logistics—the delivery of products from a warehouse to a retail store.\n“We’re going to just continue at it,” Horowitz says.\nAs retailers forge ahead, doomsayers might have to hold off on heralding a retail apocalypse. For now, the sentiment is clear: Consumers are rediscovering the joys of bricks-and-mortar shopping. The mall has become cool again.","news_type":1,"symbols_score_info":{"AMZN":0.9,"ANF":0.9,"BBRYF":0.9,"BRBY.UK":0.9,"CAL":0.9,"JWN":0.9,"M":0.9,"RCD":0.9,"SIG":0.9,"TPR":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864179238,"gmtCreate":1633079937740,"gmtModify":1633079938442,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Stonk","listText":"Stonk","text":"Stonk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864179238","repostId":"2171682956","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802535605,"gmtCreate":1627787022207,"gmtModify":1633756390670,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"The big guy. Wonderful","listText":"The big guy. Wonderful","text":"The big guy. Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802535605","repostId":"1122171439","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148071341,"gmtCreate":1625907159883,"gmtModify":1633936172144,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148071341","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":850935089,"gmtCreate":1634544502896,"gmtModify":1634544540976,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"It's earnings season. Time the get busy","listText":"It's earnings season. Time the get busy","text":"It's earnings season. Time the get busy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850935089","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p>\n<p><img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p>\n<p>Albertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.</p>\n<p>On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.</p>\n<p>Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p>\n<p>Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p>\n<p><b>Monday 10/18</b></p>\n<p><b>The Federal Reserve</b> releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p>\n<p>Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p>\n<p><b>Tuesday 10/19</b></p>\n<p><b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p>\n<p>Halliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p>\n<p><b>Wednesday 10/20</b></p>\n<p><b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p>\n<p>Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p>\n<p><b>Thursday 10/21</b></p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p>\n<p>Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p>\n<p><b>The Philadelphia Fed</b> diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p>\n<p><b>The Conference Board</b> releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p>\n<p><b>Friday 10/22</b></p>\n<p><b>IHS Markit releases</b> the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p>\n<p>Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 06:51 GMT+8 <a href=https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AAL":0.9,"AXP":0.9,"CMG":0.9,"HAL":0.9,"IBM":0.9,"INTC":0.9,"JNJ":0.9,"LUV":0.9,"NFLX":0.9,"T":0.9,"TSLA":0.9,"UAL":0.9}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828540105,"gmtCreate":1633928092241,"gmtModify":1633928092389,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Nice info","listText":"Nice info","text":"Nice info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828540105","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. </b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. </p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b> No notable reports scheduled for release</li>\n <li><b>Tuesday:</b> <a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b> <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, <a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b> <a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch As Third-Quarter Earnings Season Begins?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat To Watch As Third-Quarter Earnings Season Begins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p>\n<p><img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p>\n<p>The pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p>\n<p>If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p>\n<p><b>There are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. </b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p>\n<p>There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. </p>\n<p><b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p>\n<p><b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p>\n<p><b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p>\n<p><b>Earnings calendar</b></p>\n<ul>\n <li><b>Monday:</b> No notable reports scheduled for release</li>\n <li><b>Tuesday:</b> <a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>\n <li><b>Wednesday:</b> <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, <a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>\n <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>\n <li><b>Friday:</b> <a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829608488,"gmtCreate":1633493878079,"gmtModify":1633493878606,"author":{"id":"3575091423649914","authorId":"3575091423649914","name":"kungpao","avatar":"https://static.tigerbbs.com/f469169ddf2122a6445250fcaea5382c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091423649914","idStr":"3575091423649914"},"themes":[],"htmlText":"Great company but too expensive for me","listText":"Great company but too expensive for me","text":"Great company but too expensive for me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829608488","repostId":"1152646574","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}